-13.6%
BKNG vs ISRG
-11.6%
-2.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +9.4% | +0.4% | +6.0% |
| 7D | +15.6% | +8.5% | +7.0% | +11.8% |
| 30D | +8.0% | +18.6% | -10.6% | +1.2% |
| 3M | -11.8% | +30.9% | -42.7% | -20.2% |
| 6M | +3.8% | +6.6% | -2.8% | 0.0% |
| YTD | -19.6% | -14.9% | -4.7% | -14.5% |
| 1Y | -13.6% | -10.5% | -3.1% | -9.6% |
| All | -13.6% | -11.6% | -2.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ISRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling